CIK: 0001552564
申告総資産額
$6.8億
上位200銘柄を表示中（全710銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 11.17% | — | -0.67% | |
| 2 | IGF | Ishares Global Infrastructur | ETF-その他 | 11.16% | — | -15.16% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.95% | — | -15.92% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.75% | — | -1.08% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.63% | — | +2.63% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.21% | — | +18.22% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.20% | — | -15.65% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.94% | — | +6.31% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.66% | — | +62.04% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.55% | — | -0.48% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.27% | — | +13.46% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.12% | — | -2.40% | |
| 13 | BLKB | Blackbaud INC | 株式-その他 | 1.76% | — | +0.17% | |
| 14 | DREUSD | Duke Realty CORP | 株式-その他 | 1.60% | — | +10.01% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.43% | — | +0.06% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.33% | — | +162.64% | |
| 17 | BERYEUR | Berry Global Group INC | 株式-その他 | 1.11% | — | +62.06% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.05% | — | -3.49% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.95% | — | -2.97% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 0.64% | — | -99.52% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.56% | — | -4.38% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.50% | — | +144.36% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.49% | — | +3.98% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | +15.70% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | -16.82% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | -1.39% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.41% | — | +220.43% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -4.29% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | — | |
| 30 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.37% | — | +641.03% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | +14.02% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | +2.58% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.35% | — | +0.23% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.35% | — | +452.14% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | -2.07% | |
| 36 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 0.31% | — | +523.81% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | -30.94% | |
| 38 | SE | Sea Ltd-adr | 株式-通信サービス | 0.31% | — | -1.77% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | -19.36% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | -3.15% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.29% | — | +2055.08% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | -18.69% | |
| 43 | LKFN | Lakeland Financial CORP | 株式-その他 | 0.27% | — | -14.26% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.27% | — | -0.93% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.26% | — | +0.10% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.25% | — | +11.25% | |
| 47 | XYZ | Block INC | 株式-金融 | 0.24% | — | -1.73% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.21% | — | -1.74% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -1.20% | |
| 50 | MTCH | Match Group INC | 株式-通信サービス | 0.18% | — | -11.94% |